Resources

Company

Nationwide Children’s Hospital

$60 returned for every $1 invested and we haven’t really scratched the surface.

University of the Pacific is the oldest chartered university in California with an endowment greater than $300M.

University of the Pacific partnered with MarketSmart in 2016 to pilot their marketing services and technology products. MarketSmart developed a supporter survey geared towards planned giving that uncovered 50+ previously undisclosed bequests, with two turning into significant major gifts.

University of the Pacific has documented over $1.5M in planned gifts and $300K in major gift commitments from the MarketSmart survey alone.

After this initial success, Jonelle and the University of the Pacific team extended their partnership with MarketSmart. MarketSmart developed a 3-year marketing plan to meet the organization’s capital campaign goals and properly steward and cultivate planned and major gift prospects.

$60 returned for every $1 invested and we haven’t even really scratched the surface yet.

Jonelle Beck, Executive Director of Estate & Gift Planning, University of the Pacific

Get the book!

Feeling like your job is getting harder because donor expectations have changed and competition for the charitable dollar is growing?

Finding that the old orthodoxies and conventions espoused by so-called experts in online echo-chambers and at conferences don’t work anymore?

Want to help more people make impact by facilitating their acts of philanthropy but feel like too many obstacles keep getting in your way?

Then this book is for you.

Engagement Fundraising was developed from the perspective of a donor who discovered firsthand that the impersonal, spray-and-pray approaches of his beloved charity were not only offensive but also wasteful and ineffective. So he took action. And now, you can too.